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    <title>FOLIO Jira</title>
    <link>https://folio-org.atlassian.net</link>
    <description>This file is an XML representation of an issue</description>
    <language>en-us</language>    <build-info>
        <version>1001.0.0-SNAPSHOT</version>
        <build-number>100246</build-number>
        <build-date>07-02-2024</build-date>
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<item>
            <title>[UXPROD-703] Ability to &quot;process&quot; invoice</title>
                <link>https://folio-org.atlassian.net/browse/UXPROD-703</link>
                <project id="10000" key="UXPROD">UX Product</project>
                    <description>&lt;p&gt;Purpose: Users need the ability to close an invoice and have the system generate the appropirate payments against the desired Funds.&lt;/p&gt;

&lt;p&gt;Acceptance criteria:&lt;/p&gt;
&lt;ul&gt;
	&lt;li&gt;Move invoice from open to reviewed (User must click a button)
	&lt;ul&gt;
		&lt;li&gt;Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Move invoice from reviewed to approved (User must click a button)
	&lt;ul&gt;
		&lt;li&gt;Generate Voucher based on invoice&lt;/li&gt;
		&lt;li&gt;Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
	&lt;li&gt;Move invoice from approved to paid (User must click a button, or system updates status)
	&lt;ul&gt;
		&lt;li&gt;Voucher is marked as paid&lt;/li&gt;
		&lt;li&gt;All associated POLs are marked as &quot;Fully paid&quot; (See next bullet for exception)&lt;/li&gt;
		&lt;li&gt;&lt;del&gt;Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative&lt;/del&gt; (will be handled by separate feature)&lt;/li&gt;
		&lt;li&gt;Allow user to select &quot;Do not release encumbrances&quot; for each invoice line (For ongoing orders this will be reversed)
		&lt;ul&gt;
			&lt;li&gt;If checked POL payment status will not be updated to &quot;Fully Paid&quot;&lt;/li&gt;
			&lt;li&gt;&lt;del&gt;any remaining encumbered value will not be released (will still be unavailable).&lt;/del&gt;(will be handled by separate feature)&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
</description>
                <environment></environment>
        <key id="10378">UXPROD-703</key>
            <summary>Ability to &quot;process&quot; invoice</summary>
                <type id="10002" iconUrl="https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium">New Feature</type>
                            <parent id="10793">UXPROD-1152</parent>
                                    <priority id="10002" iconUrl="https://dev.folio.org/assets/jira-priority/jira-p3.svg">P3</priority>
                        <status id="6" iconUrl="https://folio-org.atlassian.net/images/icons/statuses/closed.png" description="The issue is considered finished, the resolution is correct. Issues which are closed can be reopened.">Closed</status>
                    <statusCategory id="3" key="done" colorName="green"/>
                                    <resolution id="10003">Done</resolution>
                                                        <assignee accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</assignee>
                                                                <reporter accountid="557058:2f7b6349-450b-419a-ba54-c181f51383ad">Dennis Bridges</reporter>
                                    <labels>
                            <label>acquisitions</label>
                            <label>cap-mvp</label>
                            <label>invoices</label>
                            <label>po-mvp</label>
                            <label>q1-2019-spillover</label>
                            <label>q2-2019-spillover</label>
                    </labels>
                <created>Tue, 22 May 2018 20:06:25 +0000</created>
                <updated>Wed, 16 Sep 2020 21:17:37 +0000</updated>
                            <resolved>Mon, 23 Sep 2019 20:55:30 +0000</resolved>
                                                    <fixVersion>Q3 2019</fixVersion>
                                        <due></due>
                            <votes>0</votes>
                                    <watches>3</watches>
                                                                <comments>
                                                            <comment id="13612" author="5cf6c546b87c300f36eb7b9a" created="Thu, 25 Apr 2019 14:12:13 +0000"  >&lt;p&gt;Notes:&lt;/p&gt;
&lt;blockquote&gt;
&lt;ul&gt;
	&lt;li&gt;Move invoice from open to reviewed (User must click a button)
	&lt;ul&gt;
		&lt;li&gt;Will need a way for invoices to skip the reviewed step for some institutions or specific workflows involving third party systems&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
&lt;/blockquote&gt;
&lt;p&gt;I don&apos;t think there is anything special we need to do on the backend here... changing the status is just an update via PUT, the tenant setting can be stored in mod-configuration.&lt;/p&gt;

&lt;blockquote&gt;&lt;ul&gt;
	&lt;li&gt;Move invoice from reviewed to approved (User must click a button)
	&lt;ul&gt;
		&lt;li&gt;Generate Voucher based on invoice&lt;/li&gt;
		&lt;li&gt;Once approved the invoice information can not be updated by a user (Outside of marking as paid or canceled)&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
&lt;/blockquote&gt;
&lt;p&gt;Need story to create voucher via mod-finance(-storage?)&lt;br/&gt;
Need story to prevent updates of approved invoices (aside from status changes)&lt;/p&gt;

&lt;blockquote&gt;&lt;ul&gt;
	&lt;li&gt;Move invoice from approved to paid (User must click a button, or system updates status)
	&lt;ul&gt;
		&lt;li&gt;Voucher is marked as paid&lt;/li&gt;
		&lt;li&gt;All associated POLs are marked as &quot;Fully paid&quot; (See next bullet for exception)&lt;/li&gt;
		&lt;li&gt;&lt;del&gt;Subtract amount encumbered by the the Invoice line total however the resulting value can not be negative&lt;/del&gt; (will be handled by separate feature)&lt;/li&gt;
		&lt;li&gt;Allow user to select &quot;Do not release encumbrances&quot; for each invoice line (For ongoing orders this will be reversed)
		&lt;ul&gt;
			&lt;li&gt;If checked POL payment status will not be updated to &quot;Fully Paid&quot;&lt;/li&gt;
			&lt;li&gt;&lt;del&gt;any remaining encumbered value will not be released (will still be unavailable).&lt;/del&gt;(will be handled by separate feature)&lt;/li&gt;
		&lt;/ul&gt;
		&lt;/li&gt;
	&lt;/ul&gt;
	&lt;/li&gt;
&lt;/ul&gt;
&lt;/blockquote&gt;
&lt;p&gt;Need story to mark voucher as paid &lt;br/&gt;
Need story to update POLs as &quot;Fully Paid&quot; including special handling of ongoing orders/&quot;Do not release encumbrances&quot;&lt;br/&gt;
Need story to actually release encumbrances via mod-finance (blocked for now - placeholder story only)&lt;/p&gt;</comment>
                                                            <comment id="13616" author="557058:2f7b6349-450b-419a-ba54-c181f51383ad" created="Mon, 23 Sep 2019 20:55:30 +0000"  >&lt;p&gt;Remaining stories were moved to 
    &lt;span class=&quot;jira-issue-macro resolved&quot; data-jira-key=&quot;UXPROD-2060&quot; &gt;
                &lt;a href=&quot;https://folio-org.atlassian.net/browse/UXPROD-2060&quot; class=&quot;jira-issue-macro-key issue-link&quot;  title=&quot;Ability to &amp;quot;process&amp;quot; invoice Part 2&quot; &gt;
            &lt;img class=&quot;icon&quot; src=&quot;https://folio-org.atlassian.net/rest/api/2/universal_avatar/view/type/issuetype/avatar/10322?size=medium&quot; /&gt;
            UXPROD-2060
        &lt;/a&gt;
                                                    &lt;span class=&quot;aui-lozenge aui-lozenge-subtle aui-lozenge-success jira-macro-single-issue-export-pdf&quot;&gt;Closed&lt;/span&gt;
            &lt;/span&gt;
 for completion in Q4.&lt;/p&gt;</comment>
                    </comments>
                <issuelinks>
                            <issuelinktype id="10001">
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                                                                <inwardlinks description="is cloned by">
                                        <issuelink>
            <issuekey id="11265">UXPROD-2060</issuekey>
        </issuelink>
                            </inwardlinks>
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                            <issuelinktype id="10003">
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                                            <outwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="30559">UINV-62</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30560">UINV-63</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="67262">MODFISTO-8</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66358">MODINVOICE-34</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66357">MODINVOICE-35</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66359">MODINVOICE-36</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66360">MODINVOICE-37</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66368">MODINVOICE-42</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66369">MODINVOICE-44</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66370">MODINVOICE-45</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66372">MODINVOICE-46</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66373">MODINVOICE-47</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66387">MODINVOICE-49</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66389">MODINVOICE-50</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66391">MODINVOICE-52</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74294">MODINVOSTO-13</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74192">MODINVOSTO-16</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30614">UINV-9</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30539">UINV-22</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30550">UINV-32</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30552">UINV-33</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30563">UINV-66</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10796">UXPROD-1140</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="10793">UXPROD-1152</issuekey>
        </issuelink>
                            </outwardlinks>
                                                                <inwardlinks description="relates to">
                                        <issuelink>
            <issuekey id="66440">MODINVOICE-26</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66362">MODINVOICE-39</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66363">MODINVOICE-40</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66365">MODINVOICE-41</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66374">MODINVOICE-48</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66395">MODINVOICE-54</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66399">MODINVOICE-57</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="66415">MODINVOICE-66</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74289">MODINVOSTO-8</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74291">MODINVOSTO-9</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74292">MODINVOSTO-11</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74293">MODINVOSTO-12</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="74243">MODINVOSTO-40</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="59533">MODORDERS-242</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="65921">UIF-81</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30617">UINV-10</issuekey>
        </issuelink>
            <issuelink>
            <issuekey id="30619">UINV-11</issuekey>
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